Philip Morris International | StockChase
72
Philip Morris International (PM-N)

Last Price Recorded: $109.6800 on 2017-12-15

ON STOCKCHASE SINCE Apr 2008

tobacco
72
Philip Morris International (PM-N)

Last Price Recorded: $109.6800 on 2017-12-15

ON STOCKCHASE SINCE Apr 2008

tobacco

Philip Morris International


Signal Opinion Expert
HOLD

Tobacco stocks have been tremendous performers post the crisis, not only because they are a fairly stable industry, they give a tremendous dividend and grow it. In an environment of low interest rates, people are looking for yield, and this has definitely been a safe haven. There is consolidation going on in the industry, which provides a floor for the stock.

tobacco

Tobacco stocks have been tremendous performers post the crisis, not only because they are a fairly stable industry, they give a tremendous dividend and grow it. In an environment of low interest rates, people are looking for yield, and this has definitely been a safe haven. There is consolidation going on in the industry, which provides a floor for the stock.

tobacco
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$114.740
Owned Owned
Unknown

BUY

He is a big fan of sin stocks. Tobacco in the last year has been on a stellar run. He prefers British American Tobacco. Dividends keep growing.

tobacco

He is a big fan of sin stocks. Tobacco in the last year has been on a stellar run. He prefers British American Tobacco. Dividends keep growing.

tobacco
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$112.250
Owned Owned
No

COMMENT

(Market Call Minute.) If you can live with a sin stock, then they are doing okay right now.

tobacco

(Market Call Minute.) If you can live with a sin stock, then they are doing okay right now.

tobacco
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$111.020
Owned Owned
Unknown

HOLD

It is a consumer staple product.  This is not its period of seasonal strength.  It has broken above recent highs.  It is out of season so he would not get into it. But if you have it then hold until it breaks down.  Aug. to Oct. are the prime months for the tobacco companies.

tobacco

It is a consumer staple product.  This is not its period of seasonal strength.  It has broken above recent highs.  It is out of season so he would not get into it. But if you have it then hold until it breaks down.  Aug. to Oct. are the prime months for the tobacco companies.

tobacco
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$106.520
Owned Owned
Unknown

DON'T BUY

(Market Call Minute) Their product is in a secular decline.

tobacco

(Market Call Minute) Their product is in a secular decline.

tobacco
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$103.660
Owned Owned
Unknown

BUY

The industry could see continued consolidation.  Volumes in North America continually go down, but they increase their pricing because it is an adductive product.  Be careful of interest rate sensitivity to this one because investors use them as an income play.  He likes it in a diversified portfolio.

tobacco

The industry could see continued consolidation.  Volumes in North America continually go down, but they increase their pricing because it is an adductive product.  Be careful of interest rate sensitivity to this one because investors use them as an income play.  He likes it in a diversified portfolio.

tobacco
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$102.770
Owned Owned
Yes

COMMENT

Because revenues are coming from overseas and the US$ is moving higher, this stock is getting hurt, and it might continue to get hurt if the US$ continues moving higher. He thinks it will. Valuation is expensive for a lot of these names, and they are starting to come off because of that. Growth rates are very, very low.

tobacco

Because revenues are coming from overseas and the US$ is moving higher, this stock is getting hurt, and it might continue to get hurt if the US$ continues moving higher. He thinks it will. Valuation is expensive for a lot of these names, and they are starting to come off because of that. Growth rates are very, very low.

tobacco
Stan Wong

Director & Portfolio Manager, Private Wealth Manag...

PricePrice
$89.090
Owned Owned
Unknown

SELL

Market Call Minute. Cigarette consumption is on a secular decline.

tobacco

Market Call Minute. Cigarette consumption is on a secular decline.

tobacco
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$87.500
Owned Owned
Unknown

HOLD

A higher dividend yielding company.  More than 4% dividend and a little bit of growth, but not quite high enough for him.  It should do well for the remainder of the year.

tobacco

A higher dividend yielding company.  More than 4% dividend and a little bit of growth, but not quite high enough for him.  It should do well for the remainder of the year.

tobacco
Mike Capombassis

President, Bristol Gate Capital...

PricePrice
$100.620
Owned Owned
No

DON'T BUY

(Market Call Minute.) They throw out a lot of free cash flow. Not expensive, but there is very little growth.

tobacco

(Market Call Minute.) They throw out a lot of free cash flow. Not expensive, but there is very little growth.

tobacco
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$99.840
Owned Owned
No

BUY

They have an innovative smokeless tobacco that he feels has huge potential.  It had been hurt by the strong US dollar. 

tobacco

They have an innovative smokeless tobacco that he feels has huge potential.  It had been hurt by the strong US dollar. 

tobacco
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$98.560
Owned Owned
Yes

COMMENT

A cigarette company and has done very well. This was a split with Altria Group (MO-N) being the North American side and this being the International side. They throw up tons of free cash flow and have a great yield. The International has less restrictions. Incredibly well run. Dividend yield of 4.18%.

tobacco

A cigarette company and has done very well. This was a split with Altria Group (MO-N) being the North American side and this being the International side. They throw up tons of free cash flow and have a great yield. The International has less restrictions. Incredibly well run. Dividend yield of 4.18%.

tobacco
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$97.570
Owned Owned
No

COMMENT

This company has a very good dividend yield, expanded its market share and came up with E cigarettes which has created a bit of excitement. If you are looking for a very safe dividend and a company with moderate growth, this is not a bad investment.

tobacco

This company has a very good dividend yield, expanded its market share and came up with E cigarettes which has created a bit of excitement. If you are looking for a very safe dividend and a company with moderate growth, this is not a bad investment.

tobacco
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$97.070
Owned Owned
No

COMMENT

She doesn’t buy cigarette stocks in general because the industry is in a secular decline, even though they generate a lot of cash. This is a very defensive name with a high yield, but you can get that yield in other companies that are in a more positive growth industry.

tobacco

She doesn’t buy cigarette stocks in general because the industry is in a secular decline, even though they generate a lot of cash. This is a very defensive name with a high yield, but you can get that yield in other companies that are in a more positive growth industry.

tobacco
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$89.090
Owned Owned
No

HOLD

They are not the same as they were in the earlier years.  They used to take cash from tobacco and invest in growth businesses.  Now they can pay out dividends or buy back stock with it.  It won’t be a great growth company, but it will be safe like a bond.  Don’t sell it.  He would not buy it because there is no growth.

tobacco

They are not the same as they were in the earlier years.  They used to take cash from tobacco and invest in growth businesses.  Now they can pay out dividends or buy back stock with it.  It won’t be a great growth company, but it will be safe like a bond.  Don’t sell it.  He would not buy it because there is no growth.

tobacco
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$87.000
Owned Owned
No

Showing 1 to 15 of 72 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company